Valmark Advisers’s SPDR Gold MiniShares Trust GLDM Stock Holding History

Valmark Advisers’s Portfolio GLDM Stock Details GLDM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$4.05M	Buy	50,954 +5,506	+12%	+$492K	0.04%	177
2026 Q1	$4.21M	Buy	45,448 +4,896	+12%	+$472K	0.05%	158
2025 Q4	$3.46M	Buy	40,552 +820	+2%	+$67.4K	0.04%	172
2025 Q3	$3.04M	Buy	39,732 +10,223	+35%	+$701K	0.04%	172
2025 Q2	$1.93M	Buy	29,509 +5,860	+25%	+$381K	0.03%	231
2025 Q1	$1.46M	Buy	23,649 +4,654	+25%	+$264K	0.02%	258
2024 Q4	$988K	Buy	18,995 +1,582	+9%	+$83.4K	0.02%	311
2024 Q3	$908K	Buy	17,413 +2,412	+16%	+$118K	0.01%	320
2024 Q2	$691K	Buy	15,001 +2,033	+16%	+$94.2K	0.01%	344
2024 Q1	$571K	Buy	12,968 +1,638	+14%	+$67.3K	0.01%	354
2023 Q4	$464K	Sell	11,330 -64	-0.6%	-$2.51K	0.01%	357
2023 Q3	$418K	Buy	+11,394	New	+$436K	0.01%	349
2021 Q2	–	Sell	-5,033	Closed	-$171K	–	393
2021 Q1	$171K	Buy	+5,033	New	+$180K	﹤0.01%	370

Other funds holding GLDM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

SOAM

SBI Okasan Asset Management Tokyo, Japan $3.04B AUM

MCM

MAI Capital Management Independence, Ohio $26.6B AUM 22.97% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Empower Advisory Group Greenwood Village, Colorado $41.9B AUM 18.91% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

RAM

Resona Asset Management Koto-Ku,tokyo, Japan $21.3B AUM 36.92% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Valmark Advisers's GLDM Position: Q2 2026 in Review

Valmark Advisers increased its SPDR Gold MiniShares Trust (GLDM) stake by 12% in Q2 2026, buying an estimated $492K and bringing the position to 50,954 shares worth $4.05M. The position accounts for 0.04% of the portfolio, ranked #177.

Valmark Advisers first reported a position in GLDM in Q1 2021 and has held it in 13 quarters since. The position peaked at $4.21M in Q1 2026. 913 funds tracked by Wall St. Rank hold GLDM as of Q2 2026.

Valmark Advisers held 50,954 shares of SPDR Gold MiniShares Trust worth $4.05M as of Q2 2026.
Valmark Advisers bought 5,506 SPDR Gold MiniShares Trust shares in Q2 2026, an estimated $492K.
SPDR Gold MiniShares Trust made up 0.04% of Valmark Advisers's portfolio in Q2 2026, its #177 holding.
Valmark Advisers first reported a position in SPDR Gold MiniShares Trust in Q1 2021 and has held it in 13 quarters since.
Valmark Advisers's SPDR Gold MiniShares Trust position peaked at $4.21M in Q1 2026.
913 funds tracked by Wall St. Rank held SPDR Gold MiniShares Trust as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.